SUMA Wealth, founded in 2020 to drive financial inclusion for the Latinx community, quickly exceeded its goal of 150,000 members, reaching over 500,000 in three months. Its initial white-label platform could not keep up with growth, so SUMA partnered with Hello Iconic and MX to build a customized, scalable solution. Hello Iconic delivered a viable product in under five months, while MX provided secure aggregation and data enhancement with 100% tokenized connection success and 95% transaction categorization accuracy. The collaboration enabled SUMA to deliver personalized financial tools faster, empowering users to better manage their money.

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